Paraplanner

Paraplanner - BelfastSalary: Up to £40,000 + BenefitsLocation: Belfast Harbour Estate (near Holywood Exchange)Employment Type: Full-time, predominantly office-based

We are representing a highly respected, growing financial services organisation in their search for an experienced Paraplanner to join their Belfast office. This is a great opportunity to become an integral part of a professional, supportive team while working in a role that offers both variety and progression opportunities.

The Role:Working closely with advisers and other paraplanners, you will provide high-quality technical and administrative support, ensuring that clients receive accurate, compliant, and timely advice. Your responsibilities will include:

• Preparing client reports, valuations, and quotations

• Researching and analysing financial data to build tailored recommendations

• Producing clear, accurate, and professional advice reports for complex cases

• Updating systems and maintaining accurate client records

• Liaising directly with clients, both over the phone and face-to-face

• Collaborating with advisers to ensure smooth delivery of services

Skills & Experience Required:

• Diploma in Regulated Financial Planning (or working towards)

• Proven experience as a paraplanner or in a similar technical support role within financial services

• Strong analytical and problem-solving skills

• Excellent written and verbal communication abilities

• High level of technical knowledge and attention to detail

• Ability to build strong working relationships with clients and internal stakeholders

Benefits:

• Salary up to £40,000 (depending on experience)

• Company pension scheme

• Death in service benefit

• 25 days annual leave + birthday off

• Flexible benefits package

• Option to purchase additional holidays

• Enhanced family-friendly policies

• Cycle-to-work scheme

Career Development:This role offers a clear career pathway, with opportunities to progress to Senior Paraplanner and beyond. You’ll be supported with ongoing training and development to enhance your skills and qualifications.